Patrick R
Co-Founder | Partner | Wealth Advisor at JPL Wealth Management | Denver, Colorado, United States
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Co-Founder | Partner | Wealth Advisor at JPL Wealth Management in October 2023 to Present
Vice President at Goldman Sachs Personal Financial Management in July 2019 to October 2023
Wealth Advisor at United Capital Financial Advisers, LLC in February 2015 to July 2019
Senior Investment Consultant at Cascade Investment Group in June 2010 to February 2015
Director of Audit & Compliance at CB&T Wealth Management/The Corundum Group in April 2009 to June 2010
Investment Consultant at Isaac Financial Services in July 2008 to April 2009
Audit Consultant at Stockman Kast Ryan & Co in January 2006 to January 2008
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Risk Management
Portfolio Construction
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Valuation
Technology Integration
Excel
Advent
Cash Flow Forecasting
Morningstar Office
Macro Analysis
Portfolio Management
Microsoft Excel
401k
Strategic Financial Planning
Wealth Management
Retirement
Finance
Management
Investments
Retirement Planning
Financial Planning
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What is Patrick R email address?
Email Patrick R at [email protected]. This email is the most updated Patrick R's email found in 2026.
How to contact Patrick R?
To contact Patrick R send an email to [email protected].
What company does Patrick R work for?
Patrick R works for JPL Wealth Management
What is Patrick R's role at JPL Wealth Management?
Patrick R is Co-Founder | Partner | Wealth Advisor
What is Patrick R's Phone Number?
Patrick R's phone (303) ***-*842
What industry does Patrick R work in?
Patrick R works in the Financial Services industry.
Patrick R Email Addresses
Patrick R Phone Numbers
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